Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy. Its portfolio includes Phase I clinical trial of sudocetaxel zendusortide (TH1902), a novel peptide-drug conjugate (PDC), in patients with advanced ovarian cancer.

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Theratechnologies Inc

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Comment by PoorOpinionon Mar 12, 2018 9:19pm

106 Views

Post# 27704138

RE:RE:RE:RE:RE:RE:RE:Philippe Dubuc, chef de la direction financière de Theratech

You're right sorry I went to thera share of revenue rather than total revenue to work out patient numbers.

So 30% of 2700 gives 800 patients by end of year 1
30% or 5400 gives 1600 patients by end of year 1

So if you assume they onboard patients equally thru the year (66/133 per month) then that works out at 430/860 full year patient equivalents in the first year. That's $17-$34mil revenue for thera in year 1. That right?

All conservative but useful as a low estimate.

bfw wrote:
Let’s say the high end he was referring to is 450 million US.

Let’s say the net price of the drug is $83k US.

That would mean 5421 patients.

The low end would imply about 2700 patients.

bfw

PoorOpinion wrote:

PoorOpinion wrote: So maybe then peak revenue for Thera at 100-200mil $$???

So maybe 1000-2000 peak patients??? Seems low.

From memory their investor call from March last year when they spelt out the opportunity had a graphic that showed HIV drug market penetration taking 3-4 year to reach max and being around 30% at the end of year 1. That would put 300-600 patients onboard by April next year???

We looking at ultra caution here? This guy conservative? You think this is bottom end of possible scenario's. My low end estimate was getting 500 on the drug by the end of the first year.